See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,343 | $62,586+20.4% | $76,768-1.9% | $64,186+17.4% |
| Participation rate | 72.3% | 72.8%-0.5pp | 77.0%-4.7pp | 69.6%+2.7pp |
| Annual return | -7.19% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,637 | $1,832-10.6% | $2,485-34.1% | $2,381-31.2% |
| Participant deferral / active EE | $2,777 | $3,145-11.7% | $3,852-27.9% | $3,470-20.0% |
| Admin fee / account holder | $2,780 | $4,667-40.4% | $6,675-58.4% | $4,888-43.1% |